Running Sum - Conditional based on multiple fields

[jersey417]

All, 

I need to create a running sum that is conditional based on multiple other fields. The running sum will need to run 

This is the current calculated column that I have created

Running Sum = (CALCULATE( SUM('Data V2'[Planned Receipt]), FILTER( ALLEXCEPT( 'Data V2', 'Data V2'[Plant], 'Data V2'[Material] ), 'Data V2'[deliver date] <= MAX ('Data V2'[deliver date]))))

However, the following is only populating the sum of the planned receipts not the running sum. 

Here are the fields that are conditiaonal where the run sum would need to stop/start again;

Mateiral

Plant 

The calcualtion should be based on the following order. I can sort the data in the source sql statement if requred. 

1) Deliver Date - Oldest to newest

2) Delivery(Number) Lowest to highest

3)Line (number) Lowest to highest 

Material	Plant	Delivery	deliver Date	Line	Planned Receipt	Running Sum
10000	5700	203735000	12/15/2019	10	500	500
10000	5700	203735022	12/18/2019	10	700	1200
10000	5700	203736670	12/19/2019	10	200	1400
10000	5700	203736670	12/19/2019	20	300	1700
10000	5700	203736670	12/19/2019	30	500	2200
10000	5700	203765289	1/1/2020	10	5000	7200
10000	5700	203799999	1/1/2020	10	6000	13200
10000	8000	203735001	12/15/2019	10	6000	6000
10000	8000	203735004	12/16/2019	10	600	6600
20000	5700	123574568	12/15/2019	10	80000	80000
10000	5700	125487936	12/19/2019	10	5	80005

I'm not sure where I went wrong nor can I find a post with relatable content. 

[parry2k]

@jersey417 for time based calculations, it is recommended to add Date Table in your model and there are tons of post on how to add one and set relationship with this date table with your transaction table

And change your measure like this

Running Sum = (CALCULATE( SUM('Data V2'[Planned Receipt]), FILTER( All( DateTable (, 'Date Table'[date] <= MAX ('Data Table'[date]))))

[mwegener · Accepted solution]

Hi @jersey417 ,

check this out.

PBIX

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